Morningstar

Simplify US Equity PLUS Convexity ETF SPYC

Morningstar Medalist Rating
Medalist Rating as of | See Simplify Asset Management Investment Hub

Morningstar’s Analysis SPYC

Will SPYC outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SPYC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SPYC management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SPYC’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Simplify US Equity PLUS Convexity ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SPYC

More SPYC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 110.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

91.59 74M
—

Trs Sbar 061527

19.17 16M
—

Trs Sbar 051427

18.85 15M
—

E-mini S&P 500 Future Dec 26

12.34 10M
—

United States Treasury Bills

4.07 3M
Government

United States Treasury Bills 0.11538%

2.43 2M
Government

Cash

0.97 789,393
Cash and Equivalents

Spxw Us 01/15/27 P6550 Index

0.38 307,440
—

Spxw Us 12/18/26 C8075 Index

0.15 120,830
—

Spxw Us 12/18/26 C8100 Index

0.14 116,850
—

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